Nikhilesh Pagrut
Summary
Program and Change Manager with expertise in Private Banking and Consulting, driving digital transformation and AI initiatives working closely with Execution Desks, Product Managers, Operations, Client Insights, Relationship Managers and Technology. Successfully led strategic projects aligning with organizational goals, enhancing efficiency and innovation. Skilled in stakeholder collaboration and managing complex integration and migration tasks.
Overview
18
18
years of professional experience
Work History
Director
UBS AG
05.2021 - 05.2026
- Lead high priority digitial transformation initiatives for GEB to enhance the end to end digital journey for wealth clients liaising with asset class heads of Execution Desks, C-Suite, Operations and Technology teams
- As Integration Lead, owned migration run book and was responsible for smooth integration for ETD asset class for SG and HK booking centers as part of Credit Suisse & UBS APAC Merger
- As a Change Manager, enabled Credit Suisse as B4B client for UBS to trade EQ, Fixed Income and Funds as a Day1 activity prior to actual migration
- As a Product Owner, led a pod of 7, and owned deliveries for UBS's FIX and SWIFT connectivity to approximately 300+ global counterparties. My product was responsible for 90% of the order flow for GWM globally
- As a Change Manager, enabled the "best pricing" model for Structured Products for GWM clients
SENIOR MANAGER, FINANCIAL SERVICES
Sia Partners Pte. Ltd
07.2015 - 05.2021
- Led the CIB and Wealth Management practice for Singapore office
- Spearheaded end-to-end cost optimization initiative for a prominent global bank and proposed levers to improve operational process efficiency by 40% across 10 countries
- Led IT cost optimization initiatives for a prominent regional bank to reduce 1 million Tech TOIL hours across all lines of businesses for Technology and Operations
- Worked with a global securities service providers on client on-boarding and TOM for Middle Office services across all asset classes
- Well versed with project management principals and managed system rollouts and process re-engineering initiatives for multiple clients in APAC
- Led internal teams for to run campaigns, work on proposals and engaged in business development activity
- Adept at communications to senior management and key stakeholders and at leading steering committees
SENIOR CONSULTANT, FINANCIAL STRUCTURED PRODUCTS
FinIQ Consulting Pte. Ltd
10.2013 - 07.2015
- Managed Bank of East Asia and Wing Lung Bank accounts for FinIQ HK office
- Managed projects for Retail and Private banking clients in HK with a team of 20 persons (2 Team leaders, 4 Application consultants, 8 developers, 6 QA) reporting to me
- Planned project schedule by factoring in the client requirements, resource availability and cost in an efficient manner
- Catered to the ad-hoc requirements from the Front Office Desk
- Involved in pre-sales activities to expand company's reach in Mainland China and HK
SENIOR BUSINESS ANALYST
Maybank
02.2013 - 10.2013
- Implemented dual currency deposit system for bank's Treasury and Trade Finance department in six months.
- Managed a team of four to ensure successful project execution.
- Collaborated closely with front, middle, and back office teams to facilitate seamless integration.
APPLICATION CONSULTANT, FINANCIAL STRUCTURED PRODUCTS
FinIQ Consulting Pvt. Ltd
02.2008 - 06.2010
- Led end-to-end software system implementation for more than 6 banks in SG and Malaysia for order management system (DCI, FXA, IRS, ELN) which generated revenues worth millions USD across various banks in Singapore and Kuala Lumpur
- Liaised between the functionally disparate IT and business users while bridging the business requirements for projects
Education
MBA - Finance
THE CHINESE UNIVERSITY OF HONG KONG
Hong Kong12.2011
MBA Exchange Program - Finance
NUS BUSINESS SCHOOL
Singapore12.2011
Bachelor of Engineering - Electronics and Telecommunications
COLLEGE OF ENGINEERING PUNE
Pune06.2006
Skills
- AI & Digital Transformation
- Program Management
- Team Leadership
- Change Management
- Strategic Business Planning
- Client-Centric Consulting Perspective
Languages
English
Proficient
C2
Hindi
Proficient
C2
Certifications
05-2020
Residency Status
Singapore Permanent Resident (PR)
More About Me
- Scuba Diver
- Dog lover
Timeline
Director
UBS AG
05.2021 - 05.2026
SENIOR MANAGER, FINANCIAL SERVICES
Sia Partners Pte. Ltd
07.2015 - 05.2021
SENIOR CONSULTANT, FINANCIAL STRUCTURED PRODUCTS
FinIQ Consulting Pte. Ltd
10.2013 - 07.2015
SENIOR BUSINESS ANALYST
Maybank
02.2013 - 10.2013
APPLICATION CONSULTANT, FINANCIAL STRUCTURED PRODUCTS
FinIQ Consulting Pvt. Ltd
02.2008 - 06.2010
MBA - Finance
THE CHINESE UNIVERSITY OF HONG KONG
MBA Exchange Program - Finance
NUS BUSINESS SCHOOL
Bachelor of Engineering - Electronics and Telecommunications
COLLEGE OF ENGINEERING PUNE